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Payroll Tax Lodgment Template

Download your free Payroll Tax Lodgment template to personalize and use in your bookkeeping or accounting firm.

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A preview of the templatePayroll tax lodgement (AUS; by All That Counts)Payroll tax lodgement2 AutomatorsRun Payroll Activity Report from accounting systemCompletedGRun Contractor GL Report (if applicable)CompletedKIdentify Director Fees, Commissions & BonusesCompletedLIdentify any apprenticesCompletedZBreakdown payroll figures by State (if applicable)CompletedNLogon to OSR and populate figuresReady To StartDue TodayQEmail copy of lodged payroll tax report to clientReady To StartDue TodayA

About this template

Payroll tax lodgment is the perfect example of a process that should be clearly documented and standardized across your firm. Australian practice, All That Counts, replicate this template for each client who they handle payroll tax for.

All That Counts are award winning Sydney bookkeepers who empower and educate small and medium businesses with the right financial information to help drive their businesses forward. Since being established by Lielette Calleja they have evolved to become the next generation of bookkeepers who provide consulting and technical advice on accounting systems and business operations. Lielette and her team work alongside their clients with a commitment to go the extra mile in adding value and creating long-term relationships as your trusted advisor.

How to use this template

Add this template to Karbon

Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling
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A preview of the templatePayroll tax lodgement (AUS; by All That Counts)Payroll tax lodgement2 AutomatorsRun Payroll Activity Report from accounting systemCompletedQRun Contractor GL Report (if applicable)CompletedBIdentify Director Fees, Commissions & BonusesCompletedMIdentify any apprenticesCompletedVBreakdown payroll figures by State (if applicable)CompletedRLogon to OSR and populate figuresReady To StartDue TodayJEmail copy of lodged payroll tax report to clientReady To StartDue TodayM

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How to customize a template

You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.

Common customizations:

  • Reorder or nest tasks
  • Add or remove tasks
  • Edit the client task email
  • Use or modify Tasklist automators

Read the support article to learn more.

About All that Counts

All That Counts is a bookkeeping company that works with clients to successfully manage their finances so they can create sustainability and growth for their business.

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